I-864 Income

[palhaço 2]

I just need a clarification. For income for the past 3 years, I filed jointly with my wife and before that, my ex. For filling out the I-864, do I fill out the amount on my W-2 for each year in lieu of my adjusted gross income or total income, which would reflect the wife's income too? Thanks!

[Mudasirk 1]

I just need a clarification. For income for the past 3 years, I filed jointly with my wife and before that, my ex. For filling out the I-864, do I fill out the amount on my W-2 for each year in lieu of my adjusted gross income or total income, which would reflect the wife's income too? Thanks!

The completed 1040 with all the w-2 for last 3 years.

Last 6 months pay stubs as these will reflect your newer income for 2012 if they need proof.

The figures you will use is the same as whats on your joint returns. It is irrelevant how you filed it as the income there accounted for the household size, and the calculation will be based on the household size Vs Poverty guideline.

Edited June 10, 2012 by Mudasirk

[palhaço 2]

The completed 1040 with all the w-2 for last 3 years.

Last 6 months pay stubs as these will reflect your newer income for 2012 if they need proof.

The figures you will use is the same as whats on your joint returns. It is irrelevant how you filed it as the income there accounted for the household size, and the calculation will be based on the household size Vs Poverty guideline.

So I still use the amount shown on 1040 Line 22, even though that's a Joint Income?

[Mudasirk 1]

Yes. NVC process your AOS is by using your federal income taxes. If you filed jointly then you send it as is.

The W2 you attach with the 1040 will help the NVC determine how much you made as an individual those years.

However because of the complicated US Tax codes, you must use the correct figures from the 1040. Regardless if it was filed jointly.

[palhaço 2]

Yes. NVC process your AOS is by using your federal income taxes. If you filed jointly then you send it as is.

The W2 you attach with the 1040 will help the NVC determine how much you made as an individual those years.

However because of the complicated US Tax codes, you must use the correct figures from the 1040. Regardless if it was filed jointly.

OK, thanks! Just wanted to make sure. Income from Line 22 (on 1040) then? Are tax transcripts acceptable for years 2009 and 2010 (with W-2s)?

[Mudasirk 1]

OK, thanks! Just wanted to make sure. Income from Line 22 (on 1040) then? Are tax transcripts acceptable for years 2009 and 2010 (with W-2s)?

Tax transcripts are not required unless you believe your 2011 federal returns will not confirm to the poverty guideline.

NVC only needs to see your current income (last filed returns).

Anything else if 2011 is suffice would be a waste of time.